Posted: February 24, 2020
Kate Baltra serves Bancroft Capital as a Plankowner and Vice President with more than 14 years of industry experience. She offers expertise in trading, execution, portfolio analysis, operational and administrative functions. Read on to learn why working at Bancroft Capital inspires her and why the firm’s Veteran Initiative is a cause close to her heart. […]
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Posted: January 15, 2020
To access ‘The Anchor’ as a PDF please click: The Anchor QTR 4 2019
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Posted: January 7, 2020
Bancroft Capital announced today the addition of Bill Carabasi as the firm’s Director of Municipal Sales. Carabasi joins Bancroft with 37 years of Fixed Income and Municipal Bond experience in both sales and trading. Carabasi started his career at Kidder, Peabody & Co. in June of 1981, and most recently spent 27 years with George […]
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Posted: May 22, 2019
This Memorial Day, Bancroft Capital honors and remembers its namesake, Captain Matthew Bancroft. United States Marine Corps Captain Matthew W. Bancroft was one of seven Marines who died on January 9, 2002 when the KC-130 tanker plane he was piloting crashed into a mountain near Shamsi, Pakistan. Capt. Bancroft was assigned to Marine Aerial Transport […]
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Posted: May 1, 2019
Posted: April 23, 2019
A Commitment to Service At Bancroft Capital, small things make the big things happen At Bancroft Capital in Ft. Washington, Pennsylvania, they believe that “repeatable excellence can only be achieved when there is attention to detail: small things that make the big things happen.” A certified service-disabled veteran-owned small business (SDVOSB), Bancroft is founded on […]
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Posted: March 27, 2019
In January of 2019, Bancroft accepted its first class of Veteran Training Program Candidates. Among them, Jeffery Barrett, joined the Bancroft team in hopes of pursuing a career in the financial industry. Read on to learn more about Jeffery . Military Bio: Rank: SFC Job: Drill Sergeant and Military Police Officer Branch: U.S Army Reserve […]
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Posted: February 27, 2019
Larry Morris serves as a senior advisor and consultant to Bancroft Capital. Read on as Larry shares why he calls Bancroft Capital a breath of fresh air, his greatest achievements, and his love of mentoring in the financial industry.
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Posted: January 31, 2019
Bancroft Capital is pleased to introduce its first class of Veteran Training Program candidates. Angela Mathis, Christopher J. Nicholas, and Jeffrey P. Barrett have embarked on Bancroft’s 12-month training program providing education and instruction for service-disabled veterans interested in the financial industry.
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Posted: December 20, 2018
Susan Gress is a Senior Vice President and Plankowner at Bancroft Capital. As a client relationship manger, she provides a range of high-level customer services to clients as well as administrative and operational support to consultants. Susan has been servicing institutional clients for over 32 years, and has a wide range of expertise in client service, marketing support, investment performance, and portfolio analysis.
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